Portfolio Management Services (PMS)Compare Schemes
AlfAccurate Advisors - AAA Budding Beasts vs Alphaa Focused Small-Cap Portfolio
Add SchemeGrowth of ₹1 Crore
AlfAccurate Advisors - AAA Budding Beasts
Alphaa Focused Small-Cap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.40%
0.26%
6 Months
22.62%
4.25%
1 Year
24.22%
−3.44%
3 Years
21.85%
9.79%
5 Years
23.03%
—
Since Inception
26.36%
10.87%
Fund Age
5 yrs 7 mo
3 yrs
AUM
₹1,251.52 Cr
₹15.27 Cr
Alpha – 1 Year
19.50%
−3.09%
Alpha – 3 Years
9.76%
0.79%
Information Ratio – 3 Years
1.14
0.12
Volatility – 1 Year
21.48%
22.93%
Volatility – 3 Years
19.09%
21.19%
Beta – 1 Year
1.12
1.23
Beta – 3 Years
1.08
1.16
Sharpe Ratio – 1 Year
0.87
-0.28
Sharpe Ratio – 3 Years
0.92
0.30
Worst Rolling Year
19.03%
9.80%
Value at Worst Rolling Year
₹1.19 Cr
₹1.10 Cr
Deepest Drawdown
−23.65%
−27.79%
Recovery Period
428 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
25.78%
11.35%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 14% · M 27% · S 55%
L 0% · S 97%
Number of Stocks
60
46
Portfolio P/E
39.40
22.80
Top 5 Holdings
Aditya Infotech Ltd · 4.75%
Timex Group India Ltd · 3.20%
TVS Motor Company Ltd · 3.02%
Shriram Finance Ltd · 3.01%
Senores Pharmaceuticals Ltd · 2.97%
Crompton Greaves Consumer Electricals Ltd · 8.28%
City Union Bank Ltd · 6.00%
PNB Housing Finance Ltd · 5.84%
Navin Fluorine International Ltd · 5.39%
Kalpataru Projects International Ltd · 5.36%
Top Sectors
—
Financial Services · 22.51%
Consumer Durables · 14.73%
Construction · 9.46%
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 12%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1.5% / 0% / 0%